|
151
|
Mission Wealth Management
Santa Barbara,
California
|
$322K
|
+$82.9K
|
+1,124
|
+36%
|
|
|
152
|
Sierra Capital
Miami,
Florida
|
$319K
|
–
|
–
|
–
|
|
|
153
|
CIBC Bancorp USA
Chicago,
Illinois
|
$303K
|
+$63.9K
|
+866
|
+27%
|
|
|
154
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$301K
|
+$295K
|
+4,000
|
New
|
|
|
155
|
EP Wealth Advisors
Torrance,
California
|
$299K
|
+$47.7K
|
+647
|
+19%
|
|
|
156
|
|
$297K
|
+$202K
|
+2,740
|
+228%
|
|
|
157
|
Evergreen Capital Management
Bellevue,
Washington
|
$292K
|
–
|
–
|
–
|
|
|
158
|
Stonebrook Private
Northville,
Michigan
|
$281K
|
+$9.81K
|
+133
|
+4%
|
|
|
159
|
|
$271K
|
+$48.7K
|
+661
|
+23%
|
|
|
160
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$261K
|
-$46.5K
|
-631
|
-15%
|
|
|
161
|
|
$260K
|
+$58.8K
|
+797
|
+30%
|
|
|
162
|
Dimension Capital Management
Coral Gables,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
163
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$256K
|
–
|
–
|
–
|
|
|
164
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
165
|
Evernest Financial Advisors
Carmel,
Indiana
|
$256K
|
+$29.1K
|
+395
|
+13%
|
|
|
166
|
Joel Isaacson & Co
New York
|
$251K
|
–
|
–
|
–
|
|
|
167
|
NewEdge Advisors
New Orleans,
Louisiana
|
$242K
|
+$184K
|
+2,494
|
+345%
|
|
|
168
|
Augustine Asset Management
Jacksonville,
Florida
|
$239K
|
-$31.6K
|
-428
|
-12%
|
|
|
169
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$239K
|
–
|
–
|
–
|
|
|
170
|
Westwood Holdings Group
Dallas,
Texas
|
$238K
|
-$3.76K
|
-51
|
-2%
|
|
|
171
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$228K
|
–
|
–
|
–
|
|
|
172
|
Kestra Private Wealth Services
Austin,
Texas
|
$226K
|
-$12.2K
|
-166
|
-5%
|
|
|
173
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$225K
|
+$220K
|
+2,985
|
New
|
|
|
174
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$218K
|
+$214K
|
+2,896
|
New
|
|
|
175
|
London & Capital Asset Management
London,
United Kingdom
|
$212K
|
+$208K
|
+2,816
|
New
|
|
